Aprio Wealth Management’s Novartis NVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$375K	Buy	3,096 +334	+12%	+$40.4K	0.04%	242
2025 Q1	$308K	Buy	+2,762	New	+$308K	0.04%	264
2024 Q4	–	Sell	-2,402	Closed	-$276K	–	323
2024 Q3	$276K	Buy	+2,402	New	+$276K	0.04%	212